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Jay L
CFA®, Series 66
San Diego, CA
Mandala Wealth Management, LLC
Jay Liao is a CFA® charterholder and holds a Series 66 license, with 15 years of experience in the financial industry. He has been the principal advisor at Mandala Wealth Management, LLC since 2016 and previously worked at Portfolio Monkey from 2008 to 2017. Based in San Diego, CA, he leads the firm as its sole advisor. Mandala Wealth Management provides comprehensive portfolio management services to individuals, high-net-worth clients, trusts, pension and profit-sharing plans, corporations, and other business entities. The firm employs a range of investment strategies including fundamental, technical, and quantitative analysis, and offers both discretionary and non-discretionary management across various asset classes, with regular portfolio reviews and rebalancing.
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